Bob is an InvestEd director and instructor. An associate director for the Puget Sound Chapter, he teaches at local, regional, and national events, including webinars. Bob creates innovative free spreadsheets and identifies useful websites for streamlining stock research. A member of the online CGAB Alumni Investment Club and past president of a local investment club, he retired after 26 years in radio and television broadcasting and 13 years of college teaching. Bob's website reflects his strong advocacy of long-term fundamental investing.

Jerry is an InvestEd director and provides audiovisual support for the conference. He teaches at local, regional, and national events. Jerry is the computer contact, treasurer, and an instructor for the Central Pennsylvania Chapter. He is the treasurer of the chapter's Learn and Earn Model Investment Club and also is the treasurer of several other investment clubs. Jerry is a member and the assistant treasurer for the online CGAB Alumni Investment Club.

Brian is an InvestEd director and instructor and provides technical support at the conference. He served as chair of InvestEd’s inaugural conference in 2007 and helped develop the 2008 Leadership Training Program. A founding member, former president of an investment club, and a former member of the online CGAB Alumni Investment Club, Brian has been a director of the New Jersey Chapter since 2000. Professionally, with a BS in mathematics and an MBA in computer systems, he manages a large computer systems department.

An InvestEd instructor, Don is founder and president of the Retirement Investing Institute. An author of five books for individual investors, he has been senior research analyst and media spokesperson for Lipper and a sell-side research analyst for a regional brokerage firm. Don is a member of the CFA Society of Colorado, program chair of the Denver AAII chapter, and a lecturer on investing at several Colorado universities. He earned a BS in Economics cum laude with a finance concentration at the Wharton School, The University of Pennsylvania.

Kathy Floyd, Deputy Director for Investor Education for the US Securities and Exchange Commission comes to the SEC from the Securities Industry and Financial Markets Association (SIFMA) Foundation, where she was the Executive Director of the Stock Market Game. The Stock Market Game taught savings and investing to almost a million students annually. She previously served as Director of Baltimore Academies for Baltimore City Public Schools. She is a graduate of Drew and George Washington Universities.

Sandy is an InvestEd director and volunteer editor. She prepares the general program brochure layout and works with the Newbie program booklet. Sandy is a founding director and current president of the Coastal Georgia/South Carolina Chapter and a charter member and current president of the Women Investing Now club in Statesboro. She presents introductory investing programs, helps form investment clubs, and teaches stock study classes at local and regional events. Sandy is professor emerita of kinesiology at Georgia Southern University.

Phil recruits corporate sponsors for the InvestEd conference. He is a founder and current chair of the Southeast Florida Chapter Board of Advisors. The Investment Education Institute honored him with the Distinguished Service Award. He received his Chartered Financial Analyst® designation in 1991 and has been a professional portfolio manager for the past 33 years. Phil is a past president of the CFA Society of South Florida and is a past president of the Financial Analysts of South Florida. He is a graduate of the University of Miami AB Magna Cum Laude and was a NASA Fellow at Purdue University.

Pat is an InvestEd volunteer and serves as Volunteer Coordinator for the conference. She is a past president and current director and recording secretary of the Northwest Indiana Chapter. An individual investor, Pat loves books and collects pop-up books, enjoys travel, and has a passion for the theater. A graduate of Purdue University, prior to retirement she worked for Urschel Laboratories in the role of international sales coordinator.

Judith is an InvestEd Inc. director and the lead editor. She plans, writes, and edits InvestEd promotional materials. Judith is a founding member and past secretary of the online CGAB Alumni Investment Club and mentored numerous clubs. She received the first Kenfield-Burris Award for service to the online investing community. Judith worked and taught in medical diagnostic and research laboratories. She enjoys reading and an eclectic mix of music, film, theater, and dance genres.

 Ray provides photo and graphics assistance for InvestEd. He aids the Heart of Oklahoma chapter with programming, graphics, and other technical assistance. Ray currently works as a graphics artist and computer-based training professional for the U. S. Air Force, creating interactive models of aircraft instrument panels and devices for PC.  His interests include travel, ;archaeology, and investing. Ray earned a degree in geography from Oklahoma State University.

Sharon is an InvestEd volunteer editor and a member of the webinar team. She serves the Heart of Oklahoma Chapter as a volunteer and is involved in developing a stock study group within her community. Professionally, Sharon is a software developer. Her hobbies include drawing and painting, along with enjoying nature, hiking, reading, and gardening. She loves to travel and is interested in learning how history and geography shape people, cultures, and the world. Trip highlights often involve attending traditional festivals.

Jack, an InvestEd instructor, is Senior Counsel in the Office of Investor Education and Advocacy (OIEA) of the Securities and Exchange Commission (SEC). OIEA carries out the Commission's investor education program and responds to investor inquiries on a wide range of securities-related topics, including investments and financial professionals. Jack holds a Juris Doctorate from St. John's School of Law and a Bachelor of Arts in philosophy from Villanova University.

Lynn is a former director and instructor for the Minnesota and Central Iowa Chapters. She founded the nationally known Crow River Investment Club where she is currently the club's president and web mistress. Lynn is a regular participant on the national investing discussion lists, and she plans and hosts investor education events in Minneapolis, MN. When she is not pursuing her passion for stocks, Lynn is busy managing her consulting firm, specializing in the industrial waste and recycling arena.

Jerry is an InvestEd director and instructor and served as chair of the 2009 and 2010 conferences. He is a member of the online CGAB Alumni Investment Club and a past president and current director of the Houston Chapter. Jerry has taught a number of 401(k) and mutual fund programs at national events. He has been employed in the petrochemical and refining industry for over 35 years and currently is employed by LyondellBasell.

Louise is an InvestEd director and instructor. She is the chair of the Newbie Program and has taught classes at many national events. A founding director and past president of the North Carolina Triad Chapter, Louise currently teaches classes for the chapter and serves as the education chair. She is a member of two investment clubs, including the CGAB Alumni Investment Club. A retired high school mathematics teacher, Louise currently tutors high school students.

Saul is an InvestEd director, vice president of education, and an instructor. He recruits instructors and coordinates the conference curriculum. Saul teaches at local through national investor education events and is a former director and vice president of the Rocky Mountain Chapter. He also is a member of the online CGAB Alumni Investment Club. With degrees in electrical engineering and law, Saul spent most of his career as a corporate attorney. He currently is an adjunct professor at Albany Law School in New York.

Ira is an InvestEd director and instructor. He assists with the conference CD and in the Cyber Cafe. He teaches club accounting/taxes, including at online seminars, and contributes help about tax and investment issues to online discussion groups. Ira received the 2005 Kenfield-Burris Award for service to the online community. He is a founding member and current treasurer of Lakshmi Investments LLC. Although trained as a chemist and chemical engineer, Ira has been a professional tax preparer, bookkeeper, and financial coach for over 20 years.

Phil was an organizing director for the Rochester (NY) Chapter and taught the Stock Selection Guide, Toolkit, Portfolio Record Keeper (currently Portfolio Manager), and portfolio management classes and held the offices of president, treasurer, and director. Phil organized and currently hosts a virtual club of chapter officers that serves as a perk for volunteering with the local chapter. Professionally he is a senior programmer analyst with a Rochester NY college’s information technology department. Phil enjoys computer applications for investing, personal finance, and managing taxes, but especially revels in talking with other investors about all things financial.

John is a director and president of InvestEd Inc. He teaches basic stock analysis classes at local and national investor education events. John is past president and vice president of the former Minneapolis/St. Paul Chapter where he assumed a number of additional responsibilities concurrently. He is a member of the online CGAB Alumni Investment Club. In his leisure time, John loves the outdoors and enjoys archeology surveys in the Arizona Strip, as well as hiking, camping, and canoeing.

Pam is an InvestEd instructor and conference volunteer. She is a founding member and director of the Big Bend Chapter in Tallahassee and teaches classes at club through national levels. Pam has been a member of an investment club since 1987. She has a Bachelor of Science degree in education from Florida State University and worked in the banking industry. Pam enjoys gardening, traveling, and is an active volunteer in her community for several organizations.

Randy is an InvestEd director and instructor and serves as the InvestEd webmaster. He has taught at local through national events and has been a director of the Big Bend Chapter since it formed in 1996. Randy is a member of the Big Bend Chapter Model Club and the online CGAB Alumni Investment Club. He has a degree in computer science and is a Florida State University certified webmaster. He enjoys woodworking, and he and his wife Pam travel extensively.

Pam is an InvestEd director and instructor and is the InvestEd conference manager. She has been involved in event planning for many years and has taught at local, regional, and national venues since 1999. Pam is a member of the online CGAB Alumni Investment Club, is a Distinguished Service Award recipient, and enjoys archery.

Zinc is an InvestEd director and instructor. He is a past chair of the InvestEd Newbie Program and has taught stock analysis and portfolio management classes at local, regional, and national events. He holds membership in two investment clubs. Zinc is a life member of the Service Corps of Retired Executives (SCORE7) and holds master’s degrees in management sciences and business administration.